Roth Financial Group, Merritt Island, Florida

Newsletters

Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
How Has SECURE 2.0 Affected 401(k) Plans?

The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
Test Your Knowledge of Estate Planning

Taking this quiz may help increase understanding of estate planning.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Lease Payment

How much would your monthly lease payment be?
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.